Getting Started: A Guide For New Association Staff

A list of recommended Novi educate articles for new association staff to review.

Written by Melanie Dupont Updated over a week ago

If you are a new staff member of an association using Novi AMS, welcome to the team! First and foremost, if you don't already have access to the database as an admin, ask your supervisor to follow the steps in this article to get you setup.

Available Resources for Training

Previously recorded trainings - We record all onboarding trainings and provide the links to your team. Please speak with someone from your organization about getting access to those.

Group Onboarding Trainings (as available) - Some of the onboarding trainings are held in a group setting. You are free to join those at any time. Upcoming training sessions, with a link to register, can be found at https://hq.noviams.com/events/novi-group-training-sessions. Anyone new or wanting to brush up can jump in!

Purchaser vs Billable Party - Learn the difference between the Purchaser and the Billable Party when creating transactions (invoices & sales receipts).

Other

MailChimp and Novi AMS Integration Overview - Find in depth information on this sync and the answers to our most frequently asked questions including how to create campaigns, how to locate groups in MailChimp and more!